6,572
edits
Match Group:Quarterly Results/2025 Q2: Difference between revisions
no edit summary
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
Return to: [https://forum.investmentwiki.org/t/q2-2025-match-group-earnings/518?u=aron Discussions] | [[Earnings Season]] | [https://www.notion.so/Thesis-Ai-Matchmaking-E-g-Match-Group-Bumble-Notes-1f5950cb73778056ae99ccfdc143f2c0?source=copy_link Match Group Thesis] | Return to: [https://forum.investmentwiki.org/t/q2-2025-match-group-earnings/518?u=aron Discussions] | [[Earnings Season]] | [https://www.notion.so/Thesis-Ai-Matchmaking-E-g-Match-Group-Bumble-Notes-1f5950cb73778056ae99ccfdc143f2c0?source=copy_link Match Group Thesis] | ||
== Q2 2025 earnings call summary == | |||
==== Products ==== | |||
* Rascoff said they now ship new code every week instead of every two weeks. | |||
===== '''Tinder products''' ===== | |||
* Double Date was launched globally in June, six months earlier than schedule. | |||
* Rascoff said Double Date is showing strong early traction with 92% of Double Date users under age 30. | |||
* Rascoff said women using Double Date are 3x more likely to send a like and 4x more likely to pair than when using Tinder solo. | |||
* They have pioneered Daily Drop or AI-enabled discovery in New Zealand and will expand to other regions shortly. | |||
* Rascoff said they have made strides in trust and safety with the launch of r face check service in new markets such as California. | |||
* Rascoff said they also made strides with authenticity by enhancing their bot detection systems, reducing false positives. | |||
* They are also testing height feature as a premium preference option. | |||
* Rascoff said they are on tract to test the first version of see who like you tap this fall, helping users connect with people who are more likely to be interested in them. | |||
* They are preparing to introduce a new feature called Modes, a new navigation system that lets users toggle between different dating goals in real time. | |||
* They plan to launch a new UI in Q3, which is cleaner, faster and more modern. | |||
===== '''Hinge products''' ===== | |||
==== Restructuring ==== | |||
* Rascoff said they reduced the number of managers at by 20% and created autonomous product and engineering teams with greater accountability. | |||
* They centralized functions like shared data and content moderation. For instance, they now allow over 1,000 engineers at Match Group to see each other's code in GitHub. | |||
* Rascoff said decision-making is now informed by the data and no longer burdened by analysis paralysis. | |||
* Racoff said phase one of restructuring is now complete: learning the company and rebooting the culture. | |||
* Rascoff said they are now in phase two of restructuring where the product offensive begin to show up in user outcomes. | |||
== Management guidance and analysts expectations == | == Management guidance and analysts expectations == | ||